Financial

Headline growth masks economic contractionOvercapacity-driven “push exports” hit structural limits

China Sells U.S.

Delays at Songdo plant extend revenue gapCDMO requires trial-and-error and long-term investment

Hyundai Motor Union Strongly Opposes Plan to Deploy ‘Atlas’ Humanoid Robots Cost Cuts and Reduced Tariff Risk Expected, With Hyundai Likely to Push Ahead Global Automakers’ Robot Race Intensifies as Hyundai Motor Seeks to Cement Its Position

Internal Fed candidates lose momentumRate views and policy outlook shaped by experience

Trump policy uncertainty and rate-cut expectations accelerate dollar weakness U.S.–Japan intervention speculation rattles the “policy trust premium” Trump openly embraces a weaker dollar to boost U.S. exports The U.S.

Ukraine cannot rely on the 1990s transition model without rebuilding core infrastructure The Korea 1953 case shows why catalytic capital must target hard assets first A phased Ukraine reconstruction strategy is key to unlocking private investment and EU integration

Lee Jae-myung Sends a Clear Warning on Korea’s Duplicate-Listing Practice LS Drops Its IPO Plan Amid the Dual-Listing Debate, Forcing Other Conglomerates to Rethink Subsidiary Listings Tighter Rules Could Fuel Offshore Spin-Off Listings, Raising the Need for Policy Safeguards

Silent tightening was not silent — it reshaped global credit through hidden market channels Geopolitical shocks shifted capital from venture funding to private credit, slowing growth The real policy failure is ignoring how financial plumbing redirects risk

Reduced Reliance on the U.S.

Poland Opts to Preserve Monetary Sovereignty Eroding Confidence in the Euro Amid Weakness in Core Economies Downside Risks to Europe’s Economy Intensify as Transatlantic Economic Frictions Mount Poland has made clear that it will not rush i

Won Slides as Talk of Coordinated U.S.–Japan Action Adds Downside Pressure Korea Could Get Some Relief After Months of Costly FX Defense Japan’s Takaichi Government Eyes a Poll Boost Ahead of a Snap Election The won–dollar rate, which had be

Tax authorities weigh “materiality and intent”Exit from congestion control zones points to tax-minimization motives

Banks increasingly meet capital rules with synthetic structures instead of real equity Derivatives and risk transfers weaken the power of countercyclical buffers Regulation now measures resilience on paper more than resilience in practice

Delayed investment is the hidden tax of policy uncertainty across all economies Unclear rules turn rational caution into long-term growth loss Predictable policy is not cosmetic reform; it is a core economic growth tool

Call on U.S. government to intervene through trade channelsCoupang distances itself, calls it “unrelated,” as accountability debate persists

Extending the push into green and energy assets“Fire-sale” controversy and retail shareholder backlash remain variables

Payment rails, not digital tokens, now define real monetary sovereignty Stablecoins change the form of money, but control depends on who governs settlement and redemption Policy power survives only if tokenized money clears on domestically regulated infrastructure

The collapse of marginal costs is enabling one-person companies to compete at scale AI and platforms are reshaping firm boundaries, productivity, and market structure Policy must adapt to support solo firms while limiting new platform bottlenecks

The End of Japan’s Ultra-Low-Rate Era and the Rising Burden of Sovereign Debt Servicing Markets Send a Warning to the Takaichi Cabinet’s Mega-Stimulus Push Parallels Drawn With Former UK Prime Minister Liz Truss, Ousted Over Unfunded Tax Cuts